Charitable Giving Strategies

Leave a Charitable Legacy

A charitable gift can have a powerful impact on the lives of others. Whether clients want to give a gift or leave it through their will, we can help them determine appropriate ways to give back to the community or causes they care a great deal about.

We are proud to assist our clients in using their wealth to help others. Many of our clients have estate and financial plans which encompass wealth management and investment strategies to benefit not only their heirs, but also charitable organizations. Leaving a legacy through philanthropy is a powerful thing, and the Scheffel Financial Services team is happy to assist clients in doing so.

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As Principal of Scheffel Financial Services, Jeff serves as an important resource for our clients. Jeff's passion is helping people pursue the financial independence they work towards their entire lives.

As Operations Manager, Lisa focuses on managing the Scheffel Financial office and overseeing client relations. Lisa assists in making sure her team communicates effectively with all clientele.

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